Two Dads on Money
How to Raise Financially Smart Kids and Manage Family Finances
Series with Lance Roberts and Jonathan Penn
Thematic Portfolios:
INVEST IN YOUR DREAMS ABOUT THE FUTURE.
Interested in Crypto? Gold? Data Centers? Infrastructure?ย
If you dream about the future, invest in those dreams today!
RIAโs actively managed thematic portfolios capture todayโs important trends. From AI to infrastructure, aggressive growth to dividend focused, our thematic structures invest your money where your beliefs are.
Market Commentary & Research
Clarity in a noisy world. Our team delivers daily, no-nonsense market updates, macroeconomic insights, and financial education designed for serious investors. Through our blog, podcasts, and the Bull Bear Report, we help you cut through the noise and focus on what really drives long-term performance.
5x Leverage Is Too Much Says The SEC
Wall Streetโs financial engineers thought they had found yet another way to turn financial markets into casinos. The gimmick this...
Jobs Data From Alternative Sources May Drive Fed’s Next Move
A funny thing about bull markets is that investors develop a very short memory about the previous bear market. Such...
12-5-25 Roth Conversions, Money Rules & Financial Wellness: What Actually Works?
Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth con...
Year-End Rally Begins
Markets surged into the Thanksgiving holiday, ending the week with substantial gains across all major U.S. indexes. The S&P 500...
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